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AFHE runs two conferences a year.  Our Annual Conference is typically held in the Spring and the Mid-Year Conference which is typically held in the fall. 

Past conference materials are available to all AFHE members in the member resources.  

Upcoming events

    • Thursday, October 01, 2020
    • 3:00 PM - 4:30 PM (EDT)
    • Zoom (Details provided the day prior to the program)
    Register

    In the normal course of family business, family members and their trusted advisors often find it difficult to decipher what is going on when tensions rise in various meetings.  Discussions can go off track and emotions run high without a clear understanding of what needs are being expressed. 

    Well-planned and regularly scheduled family meetings provide a space for family members to discuss the family-related aspects of being in business together such as: the impact of family dynamics on business performance; family member employment policy; the family challenges in generational succession; or how to support family well-being in the context of growing the business. Without a place to have these conversations, family issues “leak” into other meetings and can undermine important ownership and management discussions, to everyone’s frustration. Trusted advisors can help their clients understand the value of investing in creating effective family meetings and help to facilitate them.

    In this 90 minute workshop advisors will:

    • Explore the appropriate place and purpose of family meetings in the context of family business governance.
    • Learn how to help their clients prepare for and run an effective family meeting.
    • Increase their ability to identify what makes family meetings effective and what throws them off course.
    • Understand how trust among family members plays an essential role in successful family meetings and what they can do to help trust grow.
    • Discuss a list of valuable family meeting topics they might facilitate.
    • Learn the “Road Tested Rules” of creating effective family meetings developed by the presenters over many years facilitating family meetings in enterprises ranging from mom-and-pop shops to the top of the Forbes 400 and everything in between.

    Speakers:

    Don Opatrny, LMFT, Family Business Advisor/Owner Lovins Group, LLC

    Don founded the Lovins Group with Alan Lovins in 2008 and continues today as Co-Owner and President. Don’s unique approach to family business consulting blends his own firsthand family business experience together with useful techniques gathered in years of practice as a Licensed Marriage and Family Therapist. He has a passion for finding what works in the context of each family's unique circumstances. He is committed to co-discovering the steps clients are able to take in order to get "unstuck" and to bring them closer to realizing their own visions of success.

    Don Opatrny has successfully facilitated hundreds of family meetings over the past 10 years—ranging from multi-generation destination retreats to purposeful sibling dinner meetings, and from guided intimate discussions on difficult topics to fun-filled learning adventures mixing multiple family branches.

    Don‘s work spans a wide spectrum of families—from the top of the Forbes 400 list to mom and pop shops and from first generation entrepreneurs to a seventh generation massive group of family shareholders.

    Don’s intention is to inspire, support, challenge and empower business owning families to take their own action steps and to have meaningful discussions with one another on the topics that matter most to them. Don works closely with clients to create customized consulting processes which allow them to meet current objectives in both their family and business. In the process, clients develop the life-long relationship skills they need to manage effectively after the engagement is complete. Don considers calls from clients sharing their excitement of having created their own solutions to new challenges as the touchstone of a good consultancy.

    Keith Michaelson, Family Business Advisor/Owner Lovins Group, LLC

    As a family business advisor and owner in The Lovins Group, Keith helps families navigate the challenges of major transitions in business ownership and leadership. With his help, families approach and discuss the difficult issues that have been creating tension and conflict in the family and holding back progress in the business. Recent assignments have included helping the founders of a national retail business transition leadership to the second generation; working with four second generation siblings to sort out differing agendas around governance, family compensation and employment policies; and helping two generations resolve conflicts emerging from the sharply different visions they held for the future of their legacy family business.

    Keith became a partner in The Lovins Group after 25 years of experience working with leaders and leadership teams in major corporations and non-profit organizations, including The World Bank, The American Institute of Physics, Eversource (Northeast Utilities), Con Edison, General Electric, Citigroup and USA Today. He has a passion for helping organizations perform to their highest potential and a unique ability to help business leaders integrate their own personal growth with improvement in organizational performance. He has served as an executive coach to senior leaders in the utility, publishing and financial services industries.

    Keith’s education includes an MBA from the Yale School of Management, an M.A. in executive coaching from Middlesex University in London and an M.A. in Marriage and Family Therapy from Fairfield University. Keith is a licensed Marriage and Family Therapist.


    REGISTRATION FEES:

    AFHE Members:  $60 per webinar session, or $200 for the entire Fall Conference webinar series (5 webinars).

    Non-Members:  $80 per webinar session or $260 for the entire Fall Conference webinar series (5 webinars).


    CONTINUING LEGAL EDUCATION CREDITS:

    The course is pending approval for CLE credits in Georgia, Illinois and Ohio.



    • Thursday, October 01, 2020
    • 6:00 PM - 7:00 PM (UTC-07:00)
    • Zoom Meeting (Details to Be Sent Day of Program)
    Register

    You are invited you to join Mike Whitty and guest sommelier Ryan Arnold for a delicious comparison of two close rival wine producing regions, Italy (specifically Piedmont and Veneto; saving Tuscany for a future event) and France (specifically Burgundy). We will taste 4 different wines, two whites and two reds from each region. We’ll discuss the different qualities of the grape varietals and the different wine producing traditions for each region. Attendees are encouraged to purchase their own wine in advance to participate in the tasting. We will be tasting the following wines (all retailing between $17 and $25):

    WHITE / BLANCO / BLANC: Italian whites are often overlooked for the more popular reds. This stops now! Soave is one of the most age-worthy whites in Italy and really shines when it’s made from 100% Garganega. Let’s compare it to a 100% Chardonnay from Burgundy, France. This is also a fun exercise to how to taste for oak in wine production.

    RED / ROSSO / ROUGE: It’s often said that Tuscany is the Bordeaux of Italy because of the similar use of grapes and blending practices. Piedmont is often compared to Burgundy as the wineries typically focus on one grape, Nebbiolo (Think Barolo, Barbaresco). Burgundy makes the best Pinot Noir in the world. These grapes are similar as they’re high acid, tannic, and display bright red fruit characters like sour bing cherry and strawberry.

    SPEAKER:

    AFHE President Michael Whitty has stepped in to lead the discussion for the Italy vs Burgundy Comparative Wine Tasting. Michael already helped pick out the wines. Michael is not (yet) a certified sommelier but is definitely a student of wine, having three wine apps on his telephone and a subscription to Wine Spectator magazine. Michael has visited vineyards in Burgundy, Napa, and the Russian River Valley area of Sonoma County. Registrants will receive a PDF of his advance tasting notes.

    Michael is a Partner at Freeborn & Peters LLP in the Corporate Practice Group in their Chicago office. He concentrates his practice in estate planning, taxation, and estate and trust administration. Michael represents business owners, principals of venture capital and private equity funds, key executives, investors, and other high-net-worth individuals in planning for the preservation and transfer of their wealth.


    REGISTRATION FEES:

    There is no charge to participate in this webinar, but pre-registration is required.



    • Thursday, October 08, 2020
    • 1:00 PM - 3:00 PM (EDT)
    • Zoom (Details provided the day prior to the program)
    Register

    Quantum Performance Training™ (QPT) is a multi-disciplinary training curriculum for leaders, managers, teams and client facing staff. QPT integrates world-class strategies for total performance enhancement into a proven system delivering:

    • Prioritization & Decision Making
    • Surviving & Thriving in Challenging Times
    • Lifestyle Design for Optimal Work/Life Balance
    • Proven Business Success Strategies
    • Leadership & Learning Mastery
    • Creative Solutions to Address Challenges & Goals
    • Enhanced Health, Immunity & Longevity
    • Stress Reduction, Mindfulness & Resilience
    • Communication Skills & EQ Enhancement
    • Change Navigation Leadership
    • Time, Schedule and Presence Mastery
    • Cybersecurity & Making Tech Work For You

    PT provides a proven, out-of-the-box solution for sustainable personal, professional and organizational growth, development and transformation.

    QPT supports Peak Performance on Demand™ in all facets of personal & professional life. QPT was created by a dedicated team of world-class performance coaches, with over a century of combined experience working with the Fortune 100, with a predominant focus on the financial services, wealth management and banking industries.

    This unique multi-phase program supports leadership and team development in key performance indicators, including: life quality, optimal work/life balance, strategic decision making, communication fluidity, conflict resolution, competence, enhancement, increased productivity & job critical results, job satisfaction and retention, engagement and client, retention and business growth. The QPT curriculum has demonstrated continuous hi-impact results with thousands of graduates worldwide since 2007.

    Speakers:

    • Matthew Cross, Founder & CEO, LeadershipAlliance.com  Matthew is the world’s top priority strategist, Deming quality scholar, author, speaker and Hoshin specialist. A two-time TEDx speaker and competitive athlete, Matthew designs breakthrough strategies for personal+professional growth and transformation. He’s authored 8 books, including The Hoshin North Star Process and Nature’s Secret Nutrient: PEAK Health, Performance & Longevity with Robert Friedman, M.D., which “Deserves a Nobel Prize in Medicine” according to a NYTimes bestselling author. Lead founding partner of Quantum Performance Training and the Leading Edge Performance Institute, Matthew’s mission includes supporting people and organizations to best plan, act, learn, achieve and transform. His clients include Blackrock, Bank of America, Wells Fargo, Merrill Lynch, UBS, Allianz, Home Depot, Morgan Stanley, The American Red Cross and Stanford University.
    • Chris Johnson, Founder & President, OnTarget Living - Chris is America’s Peak Performance Coach with over 30 years experience in the health and fitness industry. As the founder and CEO of On Target Living, Chris travels around the world speaking and training people to live a healthier lifestyle “One Step At A Time”! Chris holds a Masters Degree in Exercise Physiology, certifications from ACSM, NASM, ACE, CNHP, and is a faculty member of A4M, teaching physicians around the world his REST/EAT/MOVE training program. Chris is a change leader in health and fitness—“Nobody makes a greater impact on a person’s health than this guy”! His clients include Merrill Lynch, Ivy Funds, Morgan Stanley, Wells Fargo, Nationwide, Raymond James and the American Heart Association.
    • Dr. Phil Nuernberger, Founder & President, Strategic Intelligence Skills - Dr. Nuernberger is an internationally recognized pioneer and leader in self-mastery disciplines and executive training. In the 1970s Dr. Phil was one of the first to establish and direct a successful clinical biofeedback program in a major neurological clinic and provide stress management training to executives and concentration/meditation skills. Dr. Phil developed a unique MBA course in the personal skills of self-management and leadership and taught in two universities. For over 15 years, Dr. Phil was a visiting faculty member for Executive Education at Wharton School of Business. He is an accomplished meditation practitioner/teacher, karate black belt and author of 6 books. His clients include Cargill, Unisys, Merrill Lynch, Wells Fargo, US Trust, and the Securities Industry Institute.
    • Diana Doroftei leads the Cybersecurity Awareness and Education Initiatives at Oliver Wyman, a leading management consulting firm.  She educates its 5000+ employees worldwide on how to protect the company’s systems against cybercrime and how to leverage technology to better deliver business projects and results for clients. Diana holds a Masters of Science degree in Technology Management from Columbia University and a bachelors degree in Economics from Romania. She previously worked for Leadership Alliance, a management strategy consulting firm working with Fortune 100s worldwide. She is a founding partner of the Leading Edge Performance Institute, delivering executive training programs within the financial industry. Diana was also the operations lead for a custom designed eLearning platform created for the Financial Advisors at Merrill Lynch/Bank of America. Diana is co-author of The Little Book of Romanian Wisdom, a #1 Amazon Bestseller in America, featured in The Huffington Post.

    REGISTRATION FEES:

    AFHE Members:  $60 per webinar session

    Non-Members:  $80 per webinar session


    CONTINUING LEGAL EDUCATION CREDITS:

    The course is pending approval for CLE credits in Georgia, Illinois and Ohio.


    • Thursday, October 15, 2020
    • 3:00 PM - 4:30 PM (EDT)
    • Zoom (Details provided the day prior to the program)
    Register

    Watch for more information soon!

    Marc Stefanski joined Third Federal in 1982 and succeeded his father, founder Ben Stefanski, as chairman and chief executive officer of Third Federal in 1987. Mr. Stefanski has maintained and grown the mission his parents established when they founded the company in 1938 – helping people achieve the dream of home ownership while creating value for its customers, communities, associates and stockholders.

    The company achieves its mission while staying true to its values of love, trust, respect, and a commitment to excellence.

    Since Mr. Stefanski became chairman, Third Federal has grown from $1.8 billion to $14.5 billion today, with retail branches in Ohio and Florida. Through the company’s more than 1,000 associates, Third Federal does business in 25 states and the District of Columbia, reaching approximately 65 percent of the U.S. population.

    During his 33 years as Chairman and CEO, Mr. Stefanski has led Third Federal with the belief that the role of a company goes beyond making a profit; that it also has a social responsibility to make the world a better place.

    In 2007, Third Federal made a minority public offering. From the IPO, the $55 million the Third Federal Foundation was created. To date, more than $25 million has been donated to the communities Third Federal serves, supporting education, housing, and health initiatives.

    Beyond Third Federal, Mr. Stefanski is the founder of Rhonda’s Kiss, a charity started in 2015 in the name of his late wife, Rhonda. The charity raises money for hospital programs that support cancer patients in need by helping them to pay for expenses not covered by insurance, such as wigs, rent payments, child care, and transportation to and from treatment appointments. To date, Rhonda’s Kiss has donated $1 million to hospital partners, including the Cleveland Clinic.

    Mr. Stefanski earned a Bachelor of Arts degree with a major in economics at Heidelberg College (now Heidelberg University), and an MBA with a concentration in systems management at Baldwin Wallace College (now Baldwin-Wallace University). In 2003, he was awarded a Doctor in Humane Letters degree from Heidelberg.


    REGISTRATION FEES:

    AFHE Members:  $60 per webinar session

    Non-Members:  $80 per webinar session


    CONTINUING LEGAL EDUCATION CREDITS:

    The course is pending approval for CLE credits in Georgia, Illinois and Ohio.



    • Thursday, October 22, 2020
    • 3:00 PM - 4:30 PM (EDT)
    • Zoom (Details provided the day prior to the program)
    Register

    Watch for more information soon!

    Steve Magowan is the founding CEO of Sunrise Management Services, LLC, a single-family office which he established on behalf of clients in Burlington, Vermont in 2011 and then relocated to West Palm Beach, Florida in 2018. In his role as CEO, Steve oversees a team that engages in direct investing, investment oversight, bill paying and reconciliation and charitable planning. Steve serves on the board of directors or in a board observer role for four of the family’s major portfolio companies. Prior to this role as CEO, Steve, an attorney, was a partner in Steiker, Fischer, Edwards & Greenapple, P.C. and SES Advisors, Inc., where his particular expertise focused on estate planning and on creating employee-owned companies through the establishment and maintenance of employee stock ownership plans (ESOPs) and prior to that he was a partner with Gravel & Shea in Burlington. Steve was elected as a Fellow of the American College of Trust and Estate Counsel in 2011 and is the author of the first edition of the Tax Management Portfolio on Probate and Estate Administration and of numerous articles relating to tax, wealth and business planning. He resides in Palm Beach Gardens, FL with his wife, Emily. Emily and he are active with the United Way of the Town of Palm Beach and other charitable organizations.


    REGISTRATION FEES:

    AFHE Members:  $60 per webinar session

    Non-Members:  $80 per webinar session


    CONTINUING LEGAL EDUCATION CREDITS:

    The course is pending approval for CLE credits in Georgia, Illinois and Ohio.




    • Thursday, November 05, 2020
    • 3:00 PM - 4:30 PM (EST)
    • Zoom (Details provided the day prior to the program)
    Register

    A 5th generation member of an active family enterprise provides an in-depth look at how one family in south Georgia has used intricate family governance structures and intentional decision-making processes to navigate through fortunate and challenging times. The speaker compares the notes of the various advisers who have helped create and implement these family governance structures, and also shares intimate personal experiences (both positive and negative) of family members at each generation with respect to issues surrounding family governance and decision-making processes.

    Thompson Turner is part of the 5th generation of family ownership at the W.C. Bradley Company and has participated in both the business and charitable endeavors of his family’s enterprise. W.C. Bradley was founded in 1885 in Columbus, Georgia and is still privately held by the family of its founder. The company heritage includes operating diverse businesses. Today, it is comprised of the following companies focused on home and leisure products and services: Char-Broil, Zebco Brands, Lamplight, and W.C. Bradley Co. Real Estate. The Bradley-Turner Foundation, using contributions from the company’s success, supports the community and region through many different programs. The foundation is one of the largest charitable foundations in Georgia.

    As an estate planning attorney, Thompson's practice focuses on all aspects of sophisticated estate and wealth transfer planning as well as estate and trust administration. His experience includes creating and implementing straightforward and complex estate plans, advising clients on wealth transfer tax issues, creating and advising private foundations, business succession planning for closely-held businesses, insurance planning and post-death administration of estates and trusts. He holds a B.A. from Vanderbilt University, a Juris Doctorate from Emory Law School, and a Master of Laws in Taxation from Loyola Law School.


    REGISTRATION FEES:

    AFHE Members:  $60 per webinar session

    Non-Members:  $80 per webinar session


    CONTINUING LEGAL EDUCATION CREDITS:

    The course is pending approval for CLE credits in Georgia, Illinois and Ohio.



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Attorneys for Family-Held Enterprises

AFHE Headquarters

P.O. Box 518 
Mount Laurel, NJ, 08054
Phone: 201-591-AFHE (2343)
Fax: 856-727-9504

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